PTMS Advanced Training
PTMS Advanced moves beyond basic compliance tasks and provides you with the knowledge and skills to master the entire PTMS system. Only property tax professionals who have previously acquired a firm understanding of PTMS fundamentals should participate in this course.
Course Options
PTMS Advanced provides a uniquely tailored training solution by allowing you to provide input regarding the topics covered during class. Topics available for advanced training include:
- Maximizing PTMS for Your Second Tax Year and Beyond
- Creating a New Tax Year
- Understanding Asset Movements
- Inactivating Data
- Managing Asset Valuations to Minimize Taxes
- Value Comparisons
- Value Analysis
- Value Reductions
- Advanced Reporting
- Grid Configurations
- Using the Reports Manager
- Utilizing the Calendar and Dashboard
- Forecasting
- Appeals
Delivery Methods
San Diego Classroom Training
TCI conducts training courses regularly throughout the year at our corporate offices in San Diego, California. Each training class has a maximum of 12 seats to ensure that each trainee receives adequate individual attention. It is recommended that you register as early as possible to ensure you secure the training session of your choice. Complete this online form to register for a PTMS training session in San Diego.
Onsite Training
TCI will send experienced training professionals to your location and provide training customized to your needs and preferences. Course duration varies based on your individual training goals.
Web-Based Training
Using Web conferencing software and a speakerphone, our San Diego-based instructors will engage you in an online classroom. Web sessions will be scheduled for 2 hours increments over a series of days to cover the same material as San Diego Classroom Training.
Current Schedule
| Start | End | Course | City | State | Status | Link |
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Tuition for PTMS Advanced
| San Diego Classroom Training | $1250 per trainee |
| Onsite Training | $2000 per day + expenses |
| Web-Based Training | $150 per hour |
CPE Information
Tax Compliance, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credits. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. You may also visit their Web site at www.nasba.org. Please refer to the specific course description of each course for information regarding the granting of CPE credits.
NASBA National Registry of CPE Sponsors - Sponsor License Number 108888
| Credits | 14 Hours, 14 CPE Credits |
| Session Level | Advanced |
| Subject Area | Specialized Knowledge and Applications |
| Prerequisites | None |
| Advanced Preparation | PTMS Basics Course or Equivalent Knowledge |
| Delivery Method | Group-Live |
Registration
Simply complete the on-line registration form and (if chargeable) remit your payment to Tax Compliance, Inc. Each class is limited to a maximum of 12 trainees to ensure each trainee receives adequate personalized instruction. For your convenience and to maximize your training time, lunch is served at the TCI Training Center on each day of training. Registration is not complete until you receive a confirmation notice from TCI. To obtain the latest session availability, please contact the TCI Training Department at 858-547-4100.
Instructor Bios
Click here for information on TCI Training Staff.
Hotel Registration and Information for San Diego Classroom Training
A block of rooms has been reserved for each Training Session at the nearby Holiday Inn Select, 9335 Kearny Mesa Road, San Diego, CA 92126. Availability of rooms is limited, so reservations should be made at least 14 days prior to your check-in date. To make room reservations contact the Holiday Inn Select at 800-262-2301 or 858-695-2300 and be sure to ask for TCI's Preferred Corporate Rate. You may also book your room online. To receive TCI's Preferred Corporate Rate, enter TCI's ID# 100201388 in the Corporate ID field of their registration form.
Getting to the Hotel
Holiday Inn Select provides shuttle service to and from San Diego International Airport (Lindbergh Field). Cost is $12 per person, each way. You may arrange for a shuttle pick-up when making your hotel reservation. If you will be renting a car and require directions to the hotel, click here.
Daily Transportation
A shuttle is provided by the Holiday Inn Select to transport attendees from the hotel to the TCI Training Center each morning and back to the hotel each evening.
The TCI Training Center is located approximately 15 miles from downtown San Diego and most other area attractions, so you may wish to rent a car for after-hours transportation.
